JB_Peterson

I created a new Saleforce campaign, for a webinar, in Marketo via this page,(see circled area below): The campaign was created in Salesforce correctly. The problem that I am running into is that the people who sign up for the webinar are not being funneled into the Salesforce campaign. Am I missing something in my campaign flows? ... View more

I'm trying to create a subscription center that would allow our Salesforce contacts to subscribe or unsubscribe from our pre-created Salesforce lists. What I've done so far is: 1. Created a Subscription Center Form. This form has a required email address field and pulls in the field names for each of the mailing lists that we have. Again these lists are in Salesforce. They are not static Marketo lists. 2. Created Landing Pages. One for the form, and one for the confirmation/thank you page after submit. 3. Created confirmation emails for both opt in and opt out. 4. Created Smart Campaigns to (attempt to) make it run. And this is where I'm having trouble. I created one for Opt-In and one for Opt-Out. (screenshots below). After the form is filled out it's meant to send an email to the person giving them another confirmation. I have tried the Add To List Function, but that doesn't pull up our Salesforce lists. It only pulls up static lists. Change Data Value is the only one that pulled up our lists. These are all housed with in an Operational Program and maybe I'm missing something in there as well. Obviously I would like for this form to be dynamic and know which lists contacts are already subscribed to. Are there any guides out there that could guide me through the steps for this? I've already looked at these links and while they're helpful, they don't give me exactly what i need. Building a Subscription Management Center How to build a Marketo Subscription Center I understand this is pretty in-depth but any help would be appreciated. JB ... View more

So, I know that I have done this before but maybe the process has changed because I can't figure out how to do it again. I want to create a report on a specific email that shows what action the specific leads took. You have the Report tab that says Sent, Delivered, % Delivered, Hard Bounce, Soft Bounce, etc, etc... and then there is a number or percentage that corresponds to that underneath it. What I want to do is see what specific leads clicked, opened etc. in one comprehensive report. Basically see every action taken at the lead level. Again, I know I have seen this before. What am I missing/forgetting? Thanks, JB ... View more

Is there a way to add the column Title to the Best Bets tab? In the same row as Lead, Account, Last Interesting Moment, etc. I am aware of the filtering options available in the Create New View or Edit area, but filtering out all of the titles may be somewhat cumbersome. Thanks for any help! ... View more